Can I import CVs to CODA? Thanks KK

1

Can I import CVs to Coda so people’s contact details are inputted to my CRM or do I have to cut & paste? Thanks KK

2

Hi @Keith_Kavanagh,

This depends on the format in which this data is available.
If it is a CSV-file, it is not a big deal to import this data into Coda.

Jannis

3

Thanks, Jannis!
The challenge will be whether the data in the CSV file is then allocated to the correct section of our CRM.
Best,
Keith

4

Hi @Keith_Kavanagh,

you can also map your CSV data to existing table data.

Please check out this guide and especially this part.

I hope that helps.

Jannis

5

Thanks, Jannis! I’ll give it a go tomorrow. All the best, Keith

6

@Keith_Kavanagh

Okay. Thanks, you too!

Best regards
Jannis